Creating approver and requester accounts

It is not necessary to create an approver or a requester account for
every account user of a given customer. Approver accounts are necessary for
users who approve orders for other users. Requester accounts are necessary for
users whose orders are subject to approval based on a budget or order spending
limit.

You must create approver accounts first, so they are available for
assignment to shoppers when you create the requester accounts. Approvers can
also place orders in the online store, but their orders do not require approval
by another user.

To create an approver or a requester account:

In the Approvals section, click
Maintenance.

Click
Shopper Accounts.

Click
Create. The
Shopper Account Maintenance page is displayed.

Specify this information:

Account

Specify the user for whom to create an account by clicking
Search to
find the user in a list of all
available users.

Approves Orders

Specify whether the user approves orders. If you specify
Yes, this shopping account is an
approver. Approvers do not require approval for their own orders. Skip to step
5. If you specify
No, this shopping account is a requester
and you must make the appropriate selections.

Change PO Number

This field is only enabled if the
Approves Orders
field is set to Yes. Specify
Yes to allow the user to change the PO
field before approving the order. Specify
No and the order cannot be modified.

Budget Approval

If you selected
No for
Approves Orders, and
your organization uses budgets, the default setting for this option is used.
You can change the approval setting for this individual requester account at
any time. These are your options:

Not
Required: Orders never require approval before they can be
submitted. This option is intended for upper management users.

Always
Required: Orders always require approval before they can be
submitted. This option is helpful, for example, for new employees whose orders
should always be reviewed.

Required if Budget
Exceeded: Orders require approval only if the budget will be
exceeded when the order is placed.

Spending Limit Approval

If you selected
No for
Approves Orders, and
your organization uses spending limits, the default setting for this option is
used. You can change the approval setting for this individual requester account
at any time. These are your options:

Not
Required: Orders never require approval based on a spending limit.

Required if Spending Limit
Exceeded: Orders require approval only if the current spending
limit is exceeded.

Currency

This field is displayed only if you selected
Required if Spending Limit Exceeded. The
default currency is used. You can change the currency for this individual
requester account at any time. However, if the customer uses only one currency,
that currency is displayed and no selection can be made.

Spending Limit

This field is displayed only if you selected
Required if Spending Limit Exceeded. The
default spending limit is used. You can change the spending limit for this
individual requester account at any time.

Approver

This field is required only if you selected
No for Approver and
Yes for Budget Approval or Spending
Limit Approval. Specify the user who should approve orders for this shopper
account by clicking
Search to
find the user in a list of all
available approvers.